EME vs. SUNB: EMCOR vs. Sunbelt Rentals Stock Comparison
How do EMCOR (EME) and Sunbelt Rentals (SUNB) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
EMCOR (EME) and Sunbelt Rentals (SUNB) both fall under the Capital Goods industry group, but EME is classified in Construction & Engineering while SUNB is classified in Trading Companies & Distributors.
EMCOR (EME) has been public since January 10, 1995, giving it decades of market history across multiple cycles, while Sunbelt Rentals (SUNB) listed only on March 2, 2026 and lacks comparable through-cycle data.
| Profile Item | EME | SUNB |
|---|---|---|
| Name | EMCOR Group, Inc. | Sunbelt Rentals Holdings, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Construction & Engineering | Trading Companies & Distributors |
| GICS Sub-Industry | Construction & Engineering | Trading Companies & Distributors |
| Market Capitalization | 26.64 billion USD | 31.57 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | January 10, 1995 | March 2, 2026 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EME | SUNB |
|---|---|---|
| Total Return (1Y) | 0.07% | -- |
| Total Return (3Y, Annualized) | 46.16% | -- |
| Total Return (5Y, Annualized) | 38.01% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EME | SUNB |
|---|---|---|
| Volatility (1Y, Annualized) | 43.79% | 45.72% |
| Beta (5Y) | 1.17 | 1.10 |
| Max Drawdown (5Y) | -36.85% | -22.53% |
| Avg. Volume (3M) | 402.73K | 4.96M |
Risk-Adjusted Performance
Risk-Return Positioning
Both EME and SUNB need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | EME | SUNB |
|---|---|---|
| Sharpe Ratio (1Y) | -0.10 | -- |
| Sortino Ratio (1Y) | -0.14 | -- |
Profitability
ROE (TTM)
EMCOR (EME) at 40.55% sits in the top ROE quartile, while Sunbelt Rentals (SUNB) at 18.37% is closer to the peer norm — stronger capital efficiency for EME.
EME
Capital Goods industry group
40.55%
- EME
- 40.55%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
SUNB
Capital Goods industry group
18.37%
- Max
- 40.55%
- Q3
- 19.29%
- SUNB
- 18.37%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
Sunbelt Rentals (SUNB) at 12.12% retains a top-quartile share of revenue as profit, ahead of EMCOR (EME) at 7.78%, which keeps about the industry-typical share.
EME
Capital Goods industry group
7.78%
- Max
- 27.47%
- Q3
- 12.10%
- EME
- 7.78%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
SUNB
Capital Goods industry group
12.12%
- Max
- 27.47%
- SUNB
- 12.12%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Sunbelt Rentals (SUNB) at 22.38% operates in the top operating margin quartile, ahead of EMCOR (EME) at 10.46%, which runs around its industry’s norm.
EME
Capital Goods industry group
10.46%
- Max
- 36.60%
- Q3
- 18.33%
- Median
- 11.12%
- EME
- 10.46%
- Q1
- 5.14%
- Min
- -12.63%
SUNB
Capital Goods industry group
22.38%
- Max
- 36.60%
- SUNB
- 22.38%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | EME | SUNB |
|---|---|---|
| ROE (TTM) | 40.55% | 18.37% |
| ROA (TTM) | 12.33% | 6.71% |
| Net Margin (TTM) | 7.78% | 12.12% |
| Operating Margin (TTM) | 10.46% | 22.38% |
| Gross Margin (TTM) | 19.59% | 38.78% |
Growth
Revenue Growth
Both EMCOR (EME) at 16.62% and Sunbelt Rentals (SUNB) at 3.36% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
EMCOR (EME) at 30.99% sits in the top EPS growth quartile, while Sunbelt Rentals (SUNB) at -8.91% is closer to the peer norm — faster per-share earnings growth for EME.
Growth Metrics
| Metric | EME | SUNB |
|---|---|---|
| Revenue Growth (YoY) | 16.62% | 3.36% |
| Revenue Growth (3Y CAGR) | 15.32% | 4.88% |
| EPS Growth (YoY) | 30.99% | -8.91% |
| EPS Growth (3Y CAGR) | 51.54% | -4.89% |
Financial Strength
Current Ratio (MRQ)
Both EMCOR (EME) at 1.17 and Sunbelt Rentals (SUNB) at 0.95 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
EME
Capital Goods industry group
1.17
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- EME
- 1.17
- Min
- 0.36
SUNB
Capital Goods industry group
0.95
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- SUNB
- 0.95
- Min
- 0.36
Debt / Equity (MRQ)
EMCOR (EME) at 0.13 keeps leverage in the lower quartile, while Sunbelt Rentals (SUNB) at 1.53 sits in the higher-leverage quartile.
EME
Capital Goods industry group
0.13
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- EME
- 0.13
- Min
- 0.00
SUNB
Capital Goods industry group
1.53
- Max
- 2.33
- SUNB
- 1.53
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | EME | SUNB |
|---|---|---|
| Current Ratio (MRQ) | 1.17 | 0.95 |
| Debt / Equity (MRQ) | 0.13 | 1.53 |
| Net Debt / EBITDA | -0.10 | 3.93 |
Dividends
Dividend Yield (TTM)
Sunbelt Rentals (SUNB) at 1.87% delivers top-quartile income for its industry, while EMCOR (EME) at 0.07% pays a more typical yield — both are credible income propositions, SUNB the richer one.
EME
Capital Goods industry group
0.07%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- EME
- 0.07%
- Q1
- 0.00%
- Min
- 0.00%
SUNB
Capital Goods industry group
1.87%
- Max
- 2.66%
- SUNB
- 1.87%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both EMCOR (EME) at 4.19% and Sunbelt Rentals (SUNB) at 22.63% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
EME
Capital Goods industry group
4.19%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- EME
- 4.19%
- Q1
- 0.00%
- Min
- 0.00%
SUNB
Capital Goods industry group
22.63%
- Max
- 67.39%
- Q3
- 28.02%
- SUNB
- 22.63%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EME | SUNB |
|---|---|---|
| Dividend Yield (TTM) | 0.07% | 1.87% |
| Dividend Payout Ratio (TTM) | 4.19% | 22.63% |
Valuation
P/E Ratio (TTM)
EMCOR (EME) at 17.59 sits in the cheaper P/E ratio quartile, while Sunbelt Rentals (SUNB) at 23.28 is closer to its industry’s usual earnings multiple — a discount for EME, though growth and earnings durability still matter.
EME
Capital Goods industry group
17.59
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- EME
- 17.59
- Min
- 3.03
SUNB
Capital Goods industry group
23.28
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- SUNB
- 23.28
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both EMCOR (EME) at 1.34 and Sunbelt Rentals (SUNB) at 2.75 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
EME
Capital Goods industry group
1.34
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- EME
- 1.34
- Q1
- 1.03
- Min
- 0.03
SUNB
Capital Goods industry group
2.75
- Max
- 7.54
- Q3
- 3.76
- SUNB
- 2.75
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Sunbelt Rentals (SUNB) at 4.24 is valued about in line with its industry on P/B ratio, while EMCOR (EME) at 6.26 carries an above-peer premium to book — EME is pricier on assets.
EME
Capital Goods industry group
6.26
- Max
- 9.66
- EME
- 6.26
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
SUNB
Capital Goods industry group
4.24
- Max
- 9.66
- Q3
- 5.00
- SUNB
- 4.24
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | EME | SUNB |
|---|---|---|
| P/E Ratio (TTM) | 17.59 | 23.28 |
| P/S Ratio (TTM) | 1.34 | 2.75 |
| P/B Ratio (MRQ) | 6.26 | 4.24 |
| Free Cash Flow Yield (TTM) | 4.82% | 5.47% |